The Daily Upside

Advisor Upside

Financial advisor news, market insights, and practice management essentials.

What Advisors Expect from the New Federal Reserve Chair

Photo via Tom Williams/CQ Roll Call/Newscom

2 min read
Wealthtech Innovation Is Becoming Advisors’ Biggest Frustration

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2 min read
Estate Plan Disputes Are Painful. They Don’t Have to Be Disastrous

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2 min read

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Media & Entertainment

Large Universal Music Investor Disses Offer from Ackman’s Pershing

Bolloré Group, which holds 40% voting rights in Universal Music, has given a thumbs-down to a $65 billion takeover bid.

2 min read
Photo via Michael Cain Jr./Sipa USA/Newscom

Industrials

Space Companies Rocket Upward on SpaceX IPO Hype

2 min read
Photo via Andrew Schwartz/SIPA/Newscom

Technology

Salesforce Delivers a SaaSpocalypse Reality Check

Salesforce points to record revenue of $11.1 billion and its own embrace of artificial intelligence to dispel SaaSpocalypse worries.

2 min read

ETF Upside

Fee Wars Are Changing Which ETFs Go to Market. Here’s How

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When smaller issuers can’t compete with the major index providers, where do they go?

2 min read

Advisor Upside

Addepar CEO Eric Poirier on AI, Alts and the ‘Eternal Optimist’

Photo via Addepar

New technologies can help advisors serve more clients, and one day help address wealth inequality … hopefully.

5 min read

ETF Upside

All Things ETFs: Simplified and Actionable

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Have We Been Looking at Active Performance All Wrong?
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How ETF Issuers Are Expanding Outside the US
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New Leveraged ETFs to Target AI, Semiconductor Manufacturing
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Inflation Is Heating Up. So Are These TIPS Funds

Advisor Upside

Industry Conferences May Be Getting Smaller. That’s the Point

Photo by Andrej Lišakov via Unsplash

Organizers are focusing on peer-to-peer connections and practical education amid a sea of industry events competing for advisors’ attention.

2 min read

Photo via Marijan Murat/dpa/picture-alliance/Newscom

Technology

Quantum Stocks Surge as US Government Arranges Cash Upload

IBM leads a slate of companies poised to benefit from $2 billion in US government grants to support quantum computing development.

1 min read
Photo via Abaca Press/ANDBZ/Abaca/Sipa USA/Newscom

Autos

Stellantis’s Ambitious Overhaul Overshadowed by Ford’s Burst of Energy

Stellantis’s $69.6 billion revival plan includes nine North American models priced under $40,000 and refreshes of a dozen others.

2 min read
Photo via Weston Hancock/ZUMAPRESS/Newscom

Energy

Oil Prices Slide amid Fresh Hope for US-Iran Peace Deal

Oil prices may eventually reach $200 a barrel unless a supply crisis sparked by the Iran War is resolved, experts warn.

2 min read

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